Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$230K Hold
3,053
0.05% 50
2024
Q1
$287K Sell
3,053
-680
-18% -$63.9K 0.07% 47
2023
Q4
$405K Hold
3,733
0.11% 41
2023
Q3
$357K Buy
3,733
+2
+0.1% +$191 0.1% 43
2023
Q2
$412K Hold
3,731
0.11% 37
2023
Q1
$458K Hold
3,731
0.13% 32
2022
Q4
$437K Hold
3,731
0.19% 29
2022
Q3
$310K Hold
3,731
0.14% 29
2022
Q2
$381K Hold
3,731
0.16% 28
2022
Q1
$502K Hold
3,731
0.19% 27
2021
Q4
$622K Hold
3,731
0.23% 24
2021
Q3
$542K Buy
3,731
+2
+0.1% +$291 0.23% 21
2021
Q2
$576K Sell
3,729
-2
-0.1% -$309 0.25% 20
2021
Q1
$496K Hold
3,731
0.24% 24
2020
Q4
$528K Buy
+3,731
New +$528K 0.3% 19